Allocating a Budget for a Person 

  1. Specify object type P, and, in the Object ID field, select the person for whom the budget is to be allocated.

    2. You can use a search function to find the person.

  2. Choose Continue.

    3. The funds required are displayed in the Allocation Periods table. The color of the traffic-light icon indicates whether or not the budget has sufficient funds for the entire allocation period.

  3. In the Allocation Periods table, enter the availability period and the budget funds made available.

    4. You can use the Financing Wizard to generate proposed values for financing.

  4. Choose Check.

The traffic-light icon changes to reflect the financing made available.

· Red traffic-light icon – the budget does not have sufficient funds to finance the person.

· Yellow traffic-light icon – the budget exceeds the funds required.

· Green traffic-light icon – the correct amount of funding has been supplied for the person.
  1. Allocate the appropriate budget until the traffic-light icon turns green.
  2. Choose Check.
  3. Choose Save and close.